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  • 6 Ways to Save for Your Summer Vacation

    Kacy Reece

    Going on a vacation is more than just taking a break from the stress of your day-to-day and having a good time - it actually keeps you healthier.

    Fewer Americans are going on vacation now than in the past: Data suggests that Americans used to take practically three weeks of vacation a year in 2000, but in 2015 they took just slightly more than two weeks. Even when people are on vacation, more than 60% say they keep working remotely. That means over the past 15 years, Americans have lost nearly a week of vacation.

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Other Resources
  • Investment Basics: How Risky Are You?

    Investment Basics: How Risky Are You?

    Fill out our Risk Tolerance Questionnaire to measure your appetite for risk when it comes to investing.         

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  • The 3 Most Important (Retirement Savings) Questions to Ask Every Year

    The 3 Most Important (Retirement Savings) Questions to Ask Every Year

    We're coming into the busiest time of year, and naturally your schedule may be filling up with family gatherings, delicious food, and year-end adventures. 

    Before you get consumed by holiday parties and egg nog, take a moment and ask yourself these three questions to make sure you are ringing in the New Year knowing your retirement plan is in good order and up to date.

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  • Infographic: What's Changing for Retirement Plans in 2018?

    Infographic: What's Changing for Retirement Plans in 2018?

    Do you know what's changing for retirement plans in 2018? The IRS has announced the 2018 plan limits and these changes will take effect in the upcoming tax year on retirement-related items. Why are these numbers important to you? There are limits to how much you can contribute to your retirement account and they can change from year-to-year, so it's important to stay up-to-date. Especially since this is the first year since 2015 that your 401(k), 403(b), and 457 limit is raising. 

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Webinars
  • Social Security 101: 5 Important Questions to Ask

    Social Security 101: 5 Important Questions to Ask

    Do you have questions about how Social Security works?

     MoneyNav is conveniently breaking down our in-depth webinar presentations and giving you the advice you need to help with your financial future. 

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  • Expand Your Home Buying Game with Valuable Expert Advice

    Expand Your Home Buying Game with Valuable Expert Advice

    How much do you know about home buying? It's no mystery that it's a monumental decision, so ease into the process with our expert advice. 

    Watch these short videos below to get an understanding of the home buying process and what you'll want to know before purchasing your first house.

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  • Insuring Your Assets: How to Protect Your Future Finances

    Insuring Your Assets: How to Protect Your Future Finances

    Are you prepared for when you'll "need" insurance? Life can change in the blink of an eye, so ease your worries and figure out the protection that makes sense for you. MoneyNav is conveniently breaking down our in-depth webinar presentations and giving the advice you need to help with your financial future.

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Video
  • VIDEO: Ready to Avoid the Summer Budget Busters?

    2018 Wallet Watch ChallengeWe're just getting into summer, the time of year most people decide to spend more than they usually do. This is completely ok, as long as you have a plan for your cash flow, are keeping track of your spending, and sticking to your long-, medium-, and short-term saving goals. In this short video, I encourage you to check out our Wallet Watch Challenge - our interactive 60-day journey that provides you with a toolkit of financial resources, helps to hold you accountable for your spending and saving goals, and grants you access to a bunch of exclusive benefits to help you jump-start your financial life. 

  • VIDEO: Understanding an Investment Ticker TV

    AdobeStock_201145897

    Have you ever been watching the CNBC or Bloomberg TV Channels, and seen these letters and numbers scrolling across the screen? These are the investment ticker line, which provides updates on their daily trading status and performance.

  • VIDEO: Can Money Buy You Happiness?

    moneyCan money buy you happiness? This very common question was recently addressed by Harvard University, who released a study to say that it sort of can. They found that while spending money on material goods can't buy you happiness, spending money to buy free time can. In this short video, I give my thoughts on if money can buy happiness. 

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